CIK 1737109
Integrated Wealth Concepts LLC
Institutional 13F holdings & portfolio
Holdings
1,599
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1301–1350 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JIVE | JPMORGAN INTL | 4K | $100K–$500K | SH |
| LGCY | LEGACY ED | 30K | $100K–$500K | SH |
| MC | MOELIS & COMPANY | 4K | $100K–$500K | SH |
| NXG | NXG NEXTGEN INFRASTR INCM FD | 6K | $100K–$500K | SH |
| FCN | FTI CONSULTING | 2K | $100K–$500K | SH |
| PFFA | VIRTUS INFRACAP | 14K | $100K–$500K | SH |
| ESGV | VANGUARD ESG | 3K | $100K–$500K | SH |
| NKSH | NATIONAL BANKSHARES | 9K | $100K–$500K | SH |
| JAVA | JPMORGAN ACTIVE | 4K | $100K–$500K | SH |
| IWY | ISHARES RUSSELL | 1K | $100K–$500K | SH |
| GNR | SPDR S&P | 5K | $100K–$500K | SH |
| ACWX | ISHARES MSCI | 5K | $100K–$500K | SH |
| ISBA | ISABELLA BANK | 6K | $100K–$500K | SH |
| — | CALL 1 TESLA INC | 304K | $100K–$500K | PRN (Call) |
| SLNO | SOLENO THERAPEUTICS INC | 7K | $100K–$500K | SH |
| NCLH | NORWEGIAN CRUISE | 14K | $100K–$500K | SH |
| QWLD | SPDR INDEX | 2K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS | 2K | $100K–$500K | SH |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| L | LOEWS CORP | 3K | $100K–$500K | SH |
| WBS | WEBSTER FINANCIAL | 5K | $100K–$500K | SH |
| TAN | INVESCO SOLAR | 6K | $100K–$500K | SH |
| DSL | DOUBLELINE INCOME | 27K | $100K–$500K | SH |
| GOLF | ACUSHNET HOLDINGS | 4K | $100K–$500K | SH |
| SOCL | GLOBAL X | 5K | $100K–$500K | SH |
| NI | NISOURCE INC | 7K | $100K–$500K | SH |
| UUP | INVESCO DB US DLR INDEX TR | 11K | $100K–$500K | SH |
| WEC | WEC ENERGY | 3K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 25K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES | 1K | $100K–$500K | SH |
| DNOV | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| AIG | AMERICAN INTL | 3K | $100K–$500K | SH |
| VDC | VANGUARD CONSUMER | 1K | $100K–$500K | SH |
| FELV | FIDELITY COVINGTON TRUST | 8K | $100K–$500K | SH |
| CSPI | CSP INC | 24K | $100K–$500K | SH |
| IBCP | INDEPENDENT BANK | 9K | $100K–$500K | SH |
| ILCB | ISHARES MORNINGSTAR | 3K | $100K–$500K | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |
| AUB | ATLANTIC UNION | 8K | $100K–$500K | SH |
| PCTY | PAYLOCITY HOLDING | 2K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC | 3K | $100K–$500K | SH |
| ASTS | AST SPACEMOBILE | 4K | $100K–$500K | SH |
| VFVA | VANGUARD US | 2K | $100K–$500K | SH |
| VMC | VULCAN MATERIALS | 1K | $100K–$500K | SH |
| AVEM | AVANTIS EMERGING | 4K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS | 2K | $100K–$500K | SH |
| JIG | JPMORGAN | 4K | $100K–$500K | SH |
| ATI | ATI INC | 2K | $100K–$500K | SH |
| QBTS | DWAVE QUANTUM | 11K | $100K–$500K | SH |
| OWNS | CCM AFFORDABLE | 16K | $100K–$500K | SH |